Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | SGTEX Insights | SGTEX Score | SGTEX Performance | SGTEX News | SGTEX Allocation | SGTEX Holdings Change

RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) ManagerFund Manager - Chris Carter

Fund Manager Information

Fund Manager Tenure: 16.1 years
Fund Family: RidgeWorth
Fund Category: Muni Single State Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Mr. Chris Carter, CFA, Director of StableRiver. Carter has served as Vice President of Trusco since July 2003. Prior to joining Trusco, Mr. Carter served as a Portfolio Manager, Assistant Portfolio Manager, and fixed income trader of Evergreen Investment Management Company from January 2002 to July 2003. Carter served as a portfolio manager and fixed income trader of Wachovia Asset Management from September 1998 to January 2002. Carter holds the Chartered Financial Analyst designation.  Get more insights on Chris Carter

 

Graph of RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) ProfileRidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) Profile

Fund Profile and Description

RidgeWorth Seix GA Tax-Exempt Bond A Fund seeks current income exempt from federal and state income taxes for Georgia residents without undue risk. The Fund invests at least 80% of net assets in municipal securities with income exempt from federal and Georgia income taxes, which can be located in Georgia, Puerto Rico and other U.S. territories and possessions. It may invest up to 20% of assets in securities subject to the alternative minimum tax or in certain taxable debt securities. RidgeWorth Seix GA Tax-Exempt Bond A Fund may buy or sell derivative instruments.

 

RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund Strength What we like about RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

Data for RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) as of May 30, 2016

  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) management has been with RidgeWorth Seix GA Tax-Exempt Bond A Fund for 16.1 years
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) has good short-term performance (1-year return 5.35% vs 4.21% Muni Single State Interm category median performance)
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) has good mid-term performance (3-year return 3.65% vs 2.77% Muni Single State Interm category median performance)
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) has good Long-term performance (5-year return 4.84% vs 3.54% Muni Single State Interm category median performance)
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) has a lower expense ratio than its Muni Single State Interm average: 0.75% vs 0.91%

RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) Weakness What we are cautious about RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

Data for RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) as of May 30, 2016

  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) is less safe compared to its Muni Single State Interm peers
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) has an annual stock turnover rate of 41.00% that is higher than the Muni Single State Interm average of 9.64%. This could mean RidgeWorth Seix GA Tax-Exempt Bond A is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.65 that is higher than category average of 3.11
  • RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) carries a 4.75% load
See RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX)Compare with other top Muni Single State Interm category mutual funds

Aadditional top Muni Single State Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix GA Tax-Exempt Bond A2.465.353.654.84
Colorado BondShares A Tax-Exempt (HICOX)1.484.444.014.58Compare
Dupree AL Tax-Free Income (DUALX)2.194.793.834.99Compare
Aquila Tax-Free Fund For Utah A (UTAHX)2.314.744.085.08Compare

See top fund managers for Muni Single State Interm Category Funds

 

Graph of RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) Net Asset TrackingRidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund Net Asset

Track net asset change of RidgeWorth Seix GA Tax-Exempt Bond A fund (SGTEX)

DateNet Asset
05/2016$113.98M
03/2016$111.41M
02/2016$113.11M
More historic net asset information on RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX)

  

Graph of RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) Portfolio TrackingRidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix GA Tax-Exempt Bond A fund (SGTEX)

DateCashStockBondOther
04/20160%0%100%0%
03/20161.11%0%98.89%0%
01/20162.39%0%97.61%0%
Click here to see more historic asset allocation information on RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX)

 

graph of RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

Discover what RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) manager is buying

Apr 29, 2016
Fulton Cnty Ga Dev Auth 5% [5.38%]
Forsyth Cnty Ga G O Bds 0.09% [5.03%]
De Kalb Private Hosp Auth 5% [4.35%]
Atlanta Ga Wtr & Waste Wtr Rev Ref Bd 5% [4.25%]
Athens-Clarke Cnty Ga Uni Govt Rev 5.5% [4.05%]
Private Colleges & Univs Auth 5% [3.55%]
Sandy Springs Ga Pub Facs Auth 5% [3.26%]
Carroll City-Cnty Hosp Auth 5% [3.15%]
Athens-Clarke Cnty Ga Uni Govt Re 5.625% [3.05%]
Athens-Clarke Cnty Ga Uni Govt Ref 5.25% [3.04%]

Mar 30, 2016
Fulton Cnty Ga Dev Auth 5% [5.38%]
Forsyth Cnty Ga G O Bds 0.09% [5.07%]
De Kalb Private Hosp Auth 5% [4.38%]
Atlanta Ga Wtr & Waste Wtr Rev Ref Bd 5% [4.24%]
Athens-Clarke Cnty Ga Uni Govt Rev 5.5% [4.08%]
Private Colleges & Univs Auth 5% [3.51%]
Sandy Springs Ga Pub Facs Auth 5% [3.25%]
Carroll City-Cnty Hosp Auth 5% [3.14%]
Athens-Clarke Cnty Ga Uni Govt Re 5.625% [3.07%]
Athens-Clarke Cnty Ga Uni Govt Ref 5.25% [3.05%]

Jan 30, 2016
Carroll City-Cnty Hosp Auth 5% [5.13%]
Fulton Cnty Ga Dev Auth 5% [5.08%]
Forsyth Cnty Ga G O Bds 0.09% [4.82%]
De Kalb Private Hosp Auth 5% [4.15%]
Atlanta Ga Wtr & Waste Wtr Rev Ref Bd 5% [3.98%]
Athens-Clarke Cnty Ga Uni Govt Rev 5.5% [3.88%]
Federated Taxfree Obligation [3.78%]
Private Colleges & Univs Auth 5% [3.3%]
Sandy Springs Ga Pub Facs Auth 5% [3.05%]
Athens-Clarke Cnty Ga Uni Govt Re 5.625% [2.92%]
Click here for Stock Holding Change Map in RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX)

  

Latest News on RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

See what is happening with RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX)

    No recent news

 

RidgeWorth Seix GA Tax-Exempt Bond A Fund (SGTEX) Related ResourcesSee more information on RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

Popular pages on RidgeWorth Seix GA Tax-Exempt Bond A (SGTEX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update